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Senior Wealth Planning Strategist

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Royal Bank of Canada
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Denver is seeking a Wealth Strategist to enhance client experiences and drive wealth planning initiatives. The successful candidate will work closely with Financial Advisors and provide expert guidance on complex financial and estate planning issues. A Bachelor's degree and 10+ years in the Financial Services sector are required, alongside relevant securities licenses. The role offers competitive compensation and a collaborative work environment, aiming to serve high-net-worth clients effectively.
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Position Requirements
10+ Years work experience
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